{ "name": "Review HubSpot Pipeline Issues Before Applying Fixes | Uptune", "nodes": [ { "parameters": { "content": "## Review HubSpot Pipeline Issues Before Applying Fixes\nFind open deals that need attention and apply only the close dates entered by the designated reviewer.\n\nRun **Run with sample data** first. **Setup** defaults to dry run and uses the sample fixture without contacting connected apps. Configure the accounts and destinations in README.md before switching modes.", "width": 450, "height": 235 }, "type": "n8n-nodes-base.stickyNote", "typeVersion": 1, "position": [ -760, -390 ], "id": "4e0f7c8d-5262-52ec-ad21-06a753241d3e", "name": "Start here" }, { "parameters": {}, "type": "n8n-nodes-base.manualTrigger", "typeVersion": 1, "position": [ -720, 80 ], "id": "2cb48942-4560-5dfd-99c4-f24d49ee0b74", "name": "Run with sample data" }, { "parameters": { "jsCode": "const input = $input.first().json;\nreturn [{json: {sampleRun: true, body: {\"deals\": [{\"id\": \"1042\", \"properties\": {\"dealname\": \"Northstar rollout\", \"hubspot_owner_id\": \"\", \"pipeline\": \"default\", \"dealstage\": \"qualified\", \"closedate\": \"2020-01-10\"}}, {\"id\": \"1043\", \"properties\": {\"dealname\": \"Pine Labs pilot\", \"hubspot_owner_id\": \"9\", \"pipeline\": \"default\", \"dealstage\": \"qualified\", \"closedate\": \"\"}}, {\"id\": \"1044\", \"properties\": {\"dealname\": \"Completed rollout\", \"hubspot_owner_id\": \"9\", \"pipeline\": \"default\", \"dealstage\": \"closedwon\", \"closedate\": \"2020-01-10\"}}]}}}];" }, "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ -480, 80 ], "id": "fe60991d-5cba-5ab9-bfb2-a93f8b3e29b9", "name": "Sample input" }, { "parameters": { "rule": { "interval": [ { "field": "weeks", "triggerAtDay": [ 1 ], "triggerAtHour": 8 } ] } }, "type": "n8n-nodes-base.scheduleTrigger", "typeVersion": 1.2, "position": [ -480, 300 ], "id": "8cb3edea-25eb-5d5b-a172-0bbc23f24050", "name": "Receive event" }, { "parameters": { "jsCode": "const input = $input.first().json;\nconst config = {\n \"dryRun\": true,\n \"pipelineId\": \"default\",\n \"openStageIds\": [\n \"qualified\"\n ],\n \"reviewerEmail\": \"\",\n \"staleDays\": 21,\n \"updateApprovedDates\": false\n};\nreturn [{json: {...input, config}}];" }, "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ -240, 150 ], "id": "41bc977d-744c-561e-b7ac-7a8f07510e56", "name": "Setup" }, { "parameters": { "jsCode": "const input = $input.first().json;\nconst preview = input.config.dryRun !== false || input.sampleRun === true;\nif (!preview && (!input.config.pipelineId || !Array.isArray(input.config.openStageIds) ||\n !input.config.openStageIds.length || !/^[^\\s@<>,\";]+@[^\\s@<>,\";]+\\.[^\\s@<>,\";]+$/.test(input.config.reviewerEmail) ||\n !Number.isInteger(input.config.staleDays) || input.config.staleDays < 1)) {\n throw new Error('Set the pipeline, open stage IDs, reviewer email and stale-days threshold.');\n}\nreturn [{json:{preview, sample: input.body || {\"deals\": [{\"id\": \"1042\", \"properties\": {\"dealname\": \"Northstar rollout\", \"hubspot_owner_id\": \"\", \"pipeline\": \"default\", \"dealstage\": \"qualified\", \"closedate\": \"2020-01-10\"}}, {\"id\": \"1043\", \"properties\": {\"dealname\": \"Pine Labs pilot\", \"hubspot_owner_id\": \"9\", \"pipeline\": \"default\", \"dealstage\": \"qualified\", \"closedate\": \"\"}}, {\"id\": \"1044\", \"properties\": {\"dealname\": \"Completed rollout\", \"hubspot_owner_id\": \"9\", \"pipeline\": \"default\", \"dealstage\": \"closedwon\", \"closedate\": \"2020-01-10\"}}]}}}];" }, "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ -75, 150 ], "id": "dbe01792-9d36-5f2a-9bab-3d3c2e13c419", "name": "Select run mode" }, { "parameters": { "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "conditions": [ { "id": "eb5d7094-e2ac-55ed-ad03-81eeaab297fe", "leftValue": "={{ !$json.preview }}", "rightValue": "", "operator": { "type": "boolean", "operation": "true", "singleValue": true } } ], "combinator": "and" }, "options": {} }, "type": "n8n-nodes-base.if", "typeVersion": 2.2, "position": [ 160, 150 ], "id": "1a137702-629d-5e7a-b4f5-95cbeafa3c08", "name": "Read live deals?" }, { "parameters": { "method": "POST", "url": "https://api.hubapi.com/crm/v3/objects/deals/search", "authentication": "genericCredentialType", "options": { "timeout": 30000 }, "genericAuthType": "httpHeaderAuth", "sendBody": true, "specifyBody": "json", "jsonBody": "={{ JSON.stringify({limit:100,filterGroups:[{filters:[{propertyName:'pipeline',operator:'EQ',value:$(\"Setup\").first().json.config.pipelineId},{propertyName:'dealstage',operator:'IN',values:$(\"Setup\").first().json.config.openStageIds}]}],properties:['dealname','dealstage','pipeline','hubspot_owner_id','closedate','hs_lastmodifieddate']}) }}" }, "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.3, "position": [ 395, 150 ], "id": "43968f14-b3a3-57b0-a27c-2d0076fa37c0", "name": "Search open HubSpot deals" }, { "parameters": { "jsCode": "const input = $input.first().json;\nconst config = $(\"Setup\").first().json.config;\nconst preview = $(\"Select run mode\").first().json.preview;\nif (!preview && (input.paging?.next || input.total > 100)) throw new Error('More than 100 deals match. Narrow openStageIds to keep the review complete.');\nconst deals = preview ? $(\"Select run mode\").first().json.sample.deals : input.results;\nif (!Array.isArray(deals)) throw new Error('HubSpot did not return a deal list.');\nconst today = new Date().toISOString().slice(0,10);\nconst escape = value => String(value).replace(/[&<>\"']/g, c => ({'&':'&','<':'<','>':'>','\"':'"',\"'\":'''}[c]));\nconst dateKey = value => {\n if (!value) return '';\n const text = String(value);\n const timestamp = /^\\d{11,}$/.test(text) ? Number(text) : text;\n const date = new Date(timestamp);\n return isNaN(date) ? '' : date.toISOString().slice(0,10);\n};\nconst findings = [];\nfor (const deal of deals) {\n const p = deal.properties || {};\n if (!/^\\d+$/.test(String(deal.id)) || p.pipeline !== config.pipelineId || !config.openStageIds.includes(p.dealstage)) continue;\n const closeDate = dateKey(p.closedate);\n const canUpdate = !closeDate || closeDate < today;\n const lastChanged = new Date(p.hs_lastmodifieddate || '').getTime();\n const stale = Number.isFinite(lastChanged) && Date.now() - lastChanged > config.staleDays * 86400000;\n const reasons = [!closeDate ? 'Missing close date' : closeDate < today ? 'Past close date' : '', !p.hubspot_owner_id ? 'Missing owner' : '', stale ? 'Deal record has not been updated recently' : ''].filter(Boolean);\n if (reasons.length) findings.push({id:String(deal.id), name:p.dealname || 'Untitled deal', reasons, canUpdate,\n snapshot:{closedate:p.closedate || '', pipeline:p.pipeline, dealstage:p.dealstage}});\n}\nconst lines = findings.map(row => '
  • ' + escape(row.id + ' · ' + row.name + ' · ' + row.reasons.join(', ')) + '
    • ');\nconst canReview = config.updateApprovedDates === true && findings.some(row => row.canUpdate);\nreturn [{json:{preview, canReview, findings, subject:'HubSpot pipeline review · ' + findings.length + ' flagged deals',\n emailHtml:'

    Review these open deals in HubSpot.

    ' +\n (canReview ? '

    To approve a close date, enter one deal ID and date per line in the form, using DEAL_ID=YYYY-MM-DD.

    ' : '

    Review and assign the follow-up in HubSpot.

    ')}}];" }, "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 630, 150 ], "id": "c69c59b1-fe21-5f29-ad61-df81f5d5648e", "name": "Build review report" }, { "parameters": { "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "conditions": [ { "id": "20f4ae0e-937f-5aa8-9a79-351ffc624287", "leftValue": "={{ !$json.preview && $json.findings.length > 0 }}", "rightValue": "", "operator": { "type": "boolean", "operation": "true", "singleValue": true } } ], "combinator": "and" }, "options": {} }, "type": "n8n-nodes-base.if", "typeVersion": 2.2, "position": [ 865, 150 ], "id": "4062b06a-f71b-5597-b552-3df44345bb1d", "name": "Notify reviewer?" }, { "parameters": { "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "conditions": [ { "id": "1910ef88-4c9e-54ca-a6c3-6d299dc50fbb", "leftValue": "={{ $json.canReview === true }}", "rightValue": "", "operator": { "type": "boolean", "operation": "true", "singleValue": true } } ], "combinator": "and" }, "options": {} }, "type": "n8n-nodes-base.if", "typeVersion": 2.2, "position": [ 1100, 150 ], "id": "ec4c17ab-f162-54b9-96b4-9c6c1a498c75", "name": "Request date approval?" }, { "parameters": { "resource": "message", "operation": "send", "sendTo": "={{ $(\"Setup\").first().json.config.reviewerEmail }}", "subject": "={{ $json.subject }}", "emailType": "html", "message": "={{ $json.emailHtml }}", "options": { "appendAttribution": false } }, "type": "n8n-nodes-base.gmail", "typeVersion": 2.2, "position": [ 1335, 150 ], "id": "5004586d-9c36-579d-aa3e-64f3a7503f8d", "name": "Email report only" }, { "parameters": { "resource": "message", "operation": "sendAndWait", "sendTo": "={{ $(\"Setup\").first().json.config.reviewerEmail }}", "subject": "={{ $json.subject }}", "message": "={{ $json.emailHtml }}", "responseType": "customForm", "formFields": { "values": [ { "fieldType": "textarea", "fieldLabel": "Approved close dates" } ] }, "options": { "limitWaitTime": { "values": { "limitType": "afterTimeInterval", "resumeUnit": "days", "resumeAmount": 2 } }, "appendAttribution": false, "responseFormTitle": "Approve HubSpot close dates", "responseFormButtonLabel": "Submit approved dates" } }, "type": "n8n-nodes-base.gmail", "typeVersion": 2.2, "position": [ 1570, 150 ], "id": "e8a836ca-5007-51d3-892b-08b29f5bf5ff", "name": "Request approved dates" }, { "parameters": { "jsCode": "const input = $input.first().json;\nconst raw = input.data?.['Approved close dates'];\nconst report = $(\"Build review report\").first().json;\nif (typeof raw !== 'string' || !raw.trim()) return [{json:{updates:[],outcome:'no_approved_updates'}}];\nconst allowed = new Map(report.findings.filter(row => row.canUpdate).map(row => [row.id,row]));\nconst updates = new Map();\nconst now = new Date();\nconst today = now.toISOString().slice(0,10);\nconst latest = new Date(now.getTime() + 366 * 86400000).toISOString().slice(0,10);\nfor (const line of raw.trim().split(/\\r?\\n/).filter(line => line.trim())) {\n const match = line.trim().match(/^(\\d+)\\s*=\\s*(\\d{4}-\\d{2}-\\d{2})$/);\n if (!match || !allowed.has(match[1]) || updates.has(match[1])) throw new Error('Use one eligible deal ID per line as DEAL_ID=YYYY-MM-DD.');\n const date = new Date(match[2] + 'T00:00:00Z');\n if (isNaN(date) || date.toISOString().slice(0,10) !== match[2] || match[2] < today || match[2] > latest) throw new Error('Choose a real close date between today and one year ahead.');\n updates.set(match[1], {id:match[1], closeDate:date.toISOString(), snapshot:allowed.get(match[1]).snapshot});\n}\nreturn [{json:{updates:[...updates.values()]}}];" }, "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 1805, 150 ], "id": "c0e0912f-9307-5430-ac0f-c220e08889a8", "name": "Validate approved dates" }, { "parameters": { "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "conditions": [ { "id": "ed14e864-4d77-5bf2-b884-202e849ce03a", "leftValue": "={{ $json.updates.length > 0 }}", "rightValue": "", "operator": { "type": "boolean", "operation": "true", "singleValue": true } } ], "combinator": "and" }, "options": {} }, "type": "n8n-nodes-base.if", "typeVersion": 2.2, "position": [ 2040, 150 ], "id": "c27b2ec8-c487-504d-952f-281c41a982ec", "name": "Any approved dates?" }, { "parameters": { "method": "POST", "url": "https://api.hubapi.com/crm/v3/objects/deals/batch/read", "authentication": "genericCredentialType", "options": { "timeout": 30000 }, "genericAuthType": "httpHeaderAuth", "sendBody": true, "specifyBody": "json", "jsonBody": "={{ JSON.stringify({properties:['pipeline','dealstage','closedate'],inputs:$(\"Validate approved dates\").first().json.updates.map(update=>({id:update.id}))}) }}" }, "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.3, "position": [ 2275, 150 ], "id": "5966b80b-cde7-5bd7-aea4-d8b232f386a3", "name": "Read approved deals again" }, { "parameters": { "jsCode": "const input = $input.first().json;\nif (!Array.isArray(input.results)) throw new Error('HubSpot did not return the deal snapshots.');\nconst current = new Map(input.results.map(deal => [String(deal.id),deal.properties || {}]));\nconst ready = [];\nconst skipped = [];\nfor (const update of $(\"Validate approved dates\").first().json.updates) {\n const now = current.get(update.id);\n if (!now || Object.entries(update.snapshot).some(([key, value]) => (now[key] || '') !== value)) {\n skipped.push(update.id);\n } else {\n ready.push({id:update.id,properties:{closedate:update.closeDate}});\n }\n}\nreturn [{json:{ready,skipped}}];" }, "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 2510, 150 ], "id": "48dc1acc-a1dd-5163-81ac-8e255e4b1975", "name": "Discard changed deals" }, { "parameters": { "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "conditions": [ { "id": "675a1e10-0844-5526-89ee-7095e833b629", "leftValue": "={{ $json.ready.length > 0 }}", "rightValue": "", "operator": { "type": "boolean", "operation": "true", "singleValue": true } } ], "combinator": "and" }, "options": {} }, "type": "n8n-nodes-base.if", "typeVersion": 2.2, "position": [ 2745, 150 ], "id": "905d91cc-9e90-513a-873d-33f76242f768", "name": "Any unchanged deals?" }, { "parameters": { "method": "POST", "url": "https://api.hubapi.com/crm/v3/objects/deals/batch/update", "authentication": "genericCredentialType", "options": { "timeout": 30000 }, "genericAuthType": "httpHeaderAuth", "sendBody": true, "specifyBody": "json", "jsonBody": "={{ JSON.stringify({inputs:$json.ready}) }}" }, "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.3, "position": [ 2980, 150 ], "id": "b036a4c6-02ec-52b9-a178-8596e9e9b3a9", "name": "Apply approved close dates" }, { "parameters": { "jsCode": "const input = $input.first().json;\nconst plan = $(\"Discard changed deals\").first().json;\nconst returned = new Set((input.results || []).map(row => String(row.id)));\nif (input.status !== 'COMPLETE' || input.errors?.length || plan.ready.some(row => !returned.has(row.id))) {\n throw new Error('HubSpot did not confirm every update. Inspect the batch response and deal records before retrying.');\n}\nreturn [{json:{updated:plan.ready.map(row=>row.id),skipped:plan.skipped}}];" }, "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 3215, 150 ], "id": "084a1b82-dfd0-5b19-b1bc-0852915b136a", "name": "Confirm HubSpot results" }, { "parameters": { "jsCode": "const input = $input.first().json;\nreturn [{json:{updated:[],skipped:input.skipped}}];" }, "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 3450, 150 ], "id": "7b0fcf83-351e-54d3-b841-e7e9523491af", "name": "Report skipped deals" }, { "parameters": { "resource": "message", "operation": "send", "sendTo": "={{ $(\"Setup\").first().json.config.reviewerEmail }}", "subject": "HubSpot pipeline review results", "message": "={{ 'Updated deal IDs: ' + ($json.updated.join(', ') || 'none') + '\\nSkipped because the deal changed or could not be found: ' + ($json.skipped.join(', ') || 'none') }}", "options": { "appendAttribution": false } }, "type": "n8n-nodes-base.gmail", "typeVersion": 2.2, "position": [ 3685, 150 ], "id": "67667888-5ac3-5b2b-8371-4dadd6ea06c4", "name": "Email review results" } ], "connections": { "Run with sample data": { "main": [ [ { "node": "Sample input", "type": "main", "index": 0 } ] ] }, "Sample input": { "main": [ [ { "node": "Setup", "type": "main", "index": 0 } ] ] }, "Receive event": { "main": [ [ { "node": "Setup", "type": "main", "index": 0 } ] ] }, "Setup": { "main": [ [ { "node": "Select run mode", "type": "main", "index": 0 } ] ] }, "Select run mode": { "main": [ [ { "node": "Read live deals?", "type": "main", "index": 0 } ] ] }, "Read live deals?": { "main": [ [ { "node": "Search open HubSpot deals", "type": "main", "index": 0 } ], [ { "node": "Build review report", "type": "main", "index": 0 } ] ] }, "Search open HubSpot deals": { "main": [ [ { "node": "Build review report", "type": "main", "index": 0 } ] ] }, "Build review report": { "main": [ [ { "node": "Notify reviewer?", "type": "main", "index": 0 } ] ] }, "Notify reviewer?": { "main": [ [ { "node": "Request date approval?", "type": "main", "index": 0 } ] ] }, "Request date approval?": { "main": [ [ { "node": "Request approved dates", "type": "main", "index": 0 } ], [ { "node": "Email report only", "type": "main", "index": 0 } ] ] }, "Request approved dates": { "main": [ [ { "node": "Validate approved dates", "type": "main", "index": 0 } ] ] }, "Validate approved dates": { "main": [ [ { "node": "Any approved dates?", "type": "main", "index": 0 } ] ] }, "Any approved dates?": { "main": [ [ { "node": "Read approved deals again", "type": "main", "index": 0 } ] ] }, "Read approved deals again": { "main": [ [ { "node": "Discard changed deals", "type": "main", "index": 0 } ] ] }, "Discard changed deals": { "main": [ [ { "node": "Any unchanged deals?", "type": "main", "index": 0 } ] ] }, "Any unchanged deals?": { "main": [ [ { "node": "Apply approved close dates", "type": "main", "index": 0 } ], [ { "node": "Report skipped deals", "type": "main", "index": 0 } ] ] }, "Apply approved close dates": { "main": [ [ { "node": "Confirm HubSpot results", "type": "main", "index": 0 } ] ] }, "Confirm HubSpot results": { "main": [ [ { "node": "Email review results", "type": "main", "index": 0 } ] ] }, "Report skipped deals": { "main": [ [ { "node": "Email review results", "type": "main", "index": 0 } ] ] } }, "active": false, "settings": { "executionOrder": "v1", "saveDataSuccessExecution": "none", "saveDataErrorExecution": "all" }, "pinData": {}, "tags": [] }